Today’s mobile, tablet and laptop users expect accurate information at their fingertips – instantly. When it comes to banking and wealth management, they want personal interactions with advisors and relationship managers, who in turn need to be able to engage in the way clients choose.

Fast and easy interactions
CREALOGIX Conversational is a cloud-based SaaS (Software as a Service) solution that provides a smart, fast-to-deploy method of connecting and engaging securely with clients – anytime, anywhere, on Mobile or Web. It enables fast and easy interactions between financial institutions and their clients. As a result, they can establish a connection with their clients, reinforce the client-advisor relationship and build trust.

Conversational also enables financial institutions to set themselves apart from their competition. It allows them to develop an individual and flexible range of services and create relevant, seamless context-specific user experiences.